Objects can be displayed in lists in Workfront. A list is a grid that contains a number of objects, information about them, or other objects referenced from them.

The following are some characteristics of lists in Workfront:

Lists are object specific: one list can only reference one type of object. Other objects that are directly connected to the object of the list can also be referenced in the same list. For example, on a list of tasks you can find task information like Assignments, Start and Due Date, and also project information, as well, like Project Name or the name of the Project Owner.

Lists refresh automatically every 5 minutes to update the information that other users in the system might update elsewhere.

Some Workfront areas and tabs come preconfigured with default lists of objects. You can customize most of the preconfigured lists.

The following are examples of system lists in Workfront and the areas or the tabs where they display by default:

Workfront Area/ Object

Workfront Tab

Workfront List

Projects

Projects

List of Projects

Projects

Portfolios

List of Portfolios

Reporting

Reports

List of Reports

Reporting

Dashboards

List of Dashboards

People

People

List of Users

Timesheet

All Timesheets

List of Timesheets*

Documents

List of Documents

A Portfolio

Projects

List of Projects

A Portfolio

Programs

List of Programs

A Program

Projects

List of Projects

A Project

Tasks

List of Tasks

A Project

Baselines

List of Baselines

A Project

Billing Rates

List of Billing Rates*

A Project

Billing Records

List of Billing Records

A Project or a Task

Issues

List of Issues

A Project or a Task

Risks

List of Risks

A Project or a Task

Expenses

List of Expenses

A Project, Task, or Issue

Hours

List of Hour Entries

A Project, Task, Issue, Portfolio, Program, User

Documents

List of Documents

A Task

Subtasks

List of Tasks

A Task

Predecessors

List of Tasks*

*You cannot customize the list on the specified tab. The system administrator can build a customized list at the system level, or you can build a report for this object if you have access to Edit reports.

Understanding List Elements

A list contains certain building elements that define what information displays on the screen as well as in what format it displays. You can find several system list elements that are available by default, and you can also create custom ones to meet your needs.

Any user can customize list elements and can share them with other users they have access to see. Customizing the list elements will customize the information in the list and how it displays.

The building elements for lists are the same as the building elements for reports. For more information about creating and customizing the building elements of lists and reports, see "Reporting Elements: View, Filter, Grouping."

The building elements of a list display at the top of every list, by default.They are sticky and do not move as you scroll through the list.

The following are the building elements of a list:

Filter: Defines the amount of information you display on the screen by filtering out useless information based on criteria you specify. For more information about filters, see "Creating and Customizing Filters."

View: Defines what information you display on the screen. You can select to display fields about the object of the list or information about other objects referenced from them. For more information about views, see "Creating and Customizing Views."

Grouping: Separates the objects on the list in areas by a common criteria. For example, the issues in a list can be displayed in sections by Status, or Priority that the issues have in common. You can have up to three layers of groupings in a standard grouping, and you can add a fourth layer if you are configuring a grouping in text mode. For more information about groupings, see "Creating and Customizing Groupings."For more information about text mode, see "Understanding Text Mode."

Understanding the Difference between Lists and Reports

Both lists and reports are grids that contain information about a type of object.

The following table outlines the similarities and differences between lists and reports:

Functionality

List

Report

Anyone can create them

✓

Only users with a Plan License or the System Administrator can create them

✓

A default set is available from Workfront

✓

✓

Customizable in standard mode

✓

✓

Customizable in text mode

✓

✓

You can share them with other users

✓

✓

You can share system wide

✓

✓

You can share outside of the system

✓

You can export to .pdf, Excel, and Tab Delimited formats

✓

✓

You can schedule for delivery in an email

✓

You can add to a Layout Template

✓

You can add to custom tabs

✓

You can add to a dashboard

✓**

✓

The results can be customized before displaying it, by using a prompt

✓

You can display in a chart

✓

You can edit objects in inline edit

✓

✓

**You can customize lists for reports that are placed on a dashboard, only if the creator of the report has configured the list elements to be visible on the dashboard.

NOTE You cannot add a list to a dashboard without creating a report and adding it to the dashboard first.

You can customize the look and feel of a list, the column arrangement, or sorting order of items.

The customizations you make on lists are visible only to you and are temporary. They are reset when you log out and log back in.

To customize the look and feel of a list:

Navigate to a list in Workfront.

(Conditional) If the list you want to view is collapsed, click the desired grouping to expand the list. By default, groupings are collapsed.Click anywhere in the blue line indicating a grouping to expand it and display the information listed in it.You can expand all groupings by clicking the arrow to the right of the name of the first column in the list.

Mouse over a line that separates two columns and drag it to the desired width, then drop it to modify the width of the columns.

Mouse over a column header to display the hand tool, then click to drag the column and drop it to another spot. For more information about customizing the width and the order of columns in a list, see "Modifying Column Width and Order."

Click one of the column headers to select it, then keep the CMD key pressed on your keyboard and click additional column headers to sort by them. You can select up to three column headers this way. The list is sorted by each of the selected columns in the order of your selection. All modifications you make to the list are saved instantly.

Configuring the Number of Items to Display in a List

You can change the number of items that display in a list, if there are more than 100 items.

NOTE Changes you make to the number of items to display on a page are reverted when you log out of Workfront or close your browser. Changes might also be reverted after a period of 8 hours.

To configure the number of items that are displayed on a page:

Navigate to the list where you want to modify the number of items that are displayed per page.2000 items display by default in projects and tasks lists.100 items display by default in all other lists. If there are less than 100 or 2000 items, All items display.

(Optional and conditional) If you want to show a specific number of items on the screen, click the Showing drop-down menu, then select to display 100, 250, 500, All, or 2000 items. The results of your list are paginated to show 100, 250, or 500 items per page. You cannot display more than 2000 items in a list at one time.

(Optional and conditional) When you have multiple pages, click the backward and forward arrows to navigate from one page to another. The pagination area remains sticky as you scroll through the list, and is available at the bottom right corner of the list.

(Optional and conditional) If the list contains more than 2000 items you cannot display all the items inside Workfront. To see all the items in the list, you must export the list. For information about exporting lists, see "Exporting Lists."

Exporting Lists

You can export a list of objects from Workfront. When the list of objects in Workfront contains more than 2000 items, exporting the list is the only way to review all items in the list.

To export a list from Workfront:

Go to a list of objects.

Click Export.

Select from the following formats:

PDF

Excel

Excel (xlsx)

Tab Delimited This exports a copy of the list to one of these formats and saves it on your computer.

(Optional) Open the exported list using the appropriate application. All the items in the list are displayed in the exported file, whether they are displayed on the screen in the web application or not.

You can apply quick filters to navigate directly to those items in your large lists that are of importance to you, so you can quickly review, update, or share them with others.

IMPORTANT You can find items that contain a search word using quick filters, whether that item has been physically displayed on your screen or will display after you have scrolled to the bottom of the page. When you use your browser's search capabilities (for example, by pressing CTRL+F), you can only find items that are physically displayed on the screen.

If you want to save a quick filter, we recommend that you build a permanent filter for your list instead. For information about how to build filters in Workfront, see "Creating and Customizing Filters."

Currently, you can apply quick filters to the following lists:

A list of projects in the following subtabs:

Projects I'm On.

Projects I Own.

All Projects.

Projects tab in a Portfolio.

Projects tab in a Program.

A list of tasks in the following tabs:

Tasks tab in a Project.

Subtasks tab in a Task.

Consider the following when applying quick filters to a list:

You can find items that match your keywords only on the list that displays on the screen. If your list has multiple pages, quick filters do not find items that are on pages that do not display.

You can use keywords to filter for any field that displays in the view of the list.

If your list has collapsed groupings, they are automatically expanded when you use quick filters.When removing the quick filter, groupings are collapsed again.

Groupings retain the aggregated information of the original list, regardless of the quick filters applied or any changes made to the objects on the list.

Quick filters are temporary.Changing the grouping, view, filter, or sort of the list removes the quick filter criteria.

If you have more than one grouping in the list and the quick filter finds items in just one grouping, only that grouping displays with the found items. All other groupings are hidden.

In a task or subtask list, the task hierarchy is removed when the results of the quick filter display.

You cannot save a quick filter. If you want to save a filter to use it again, consider building a permanent filter for the list. For information about how to build filters in Workfront, see "Creating and Customizing Filters."

Applying Quick Filters and Managing Information in a List

Navigate to a list, then click the Quick Filter icon.

In the Filter page box, start typing the keyword by which you want to filter, then select the word from the list. You can use any word that currently displays in the view of the list. If you use a word that might display on another page of the list, the quick filter does not find any results. A list of items that match the search criteria display in the list dynamically, as you type, and all other items are hidden.

(Optional) To bulk edit the items found by the quick filter:

Select all or several of the items in the list, then click Edit to bulk edit the items.

Click Save Changes.

(Optional) To export the items found by the quick filter:

Select all or several of the items in the list, then click Export to export them.

Select from the following file types:

PDF Landscape

PDF Portrait

Excel

Excel (.xlsx)

Tab Delimited Only the items you found in the quick search export to the file you selected.NOTE You must select some or all items in the quick-filtered list before exporting them; otherwise the complete, unfiltered list is exported.

(Optional) To clear the filtered results, click the Quick Filter icon in the top right corner of the window. Or Refresh the page.

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